How to Customize the Prospecting Tool PDF in GoHighLevel
If you manage client work across platforms like ClickUp and need consistent branding, customizing the prospecting tool PDF in GoHighLevel is essential. This guide walks you through configuring the marketing audit report PDF so it reflects your logo, colors, and business details when prospects request an audit.
The marketing audit report comes from a prospecting form and is automatically emailed to potential clients as a PDF. By setting up the configuration properly, you ensure every audit generated by GoHighLevel is professional and brand-aligned.
Understanding the GoHighLevel Marketing Audit PDF
The marketing audit report in GoHighLevel is a generated PDF that summarizes a prospect’s current marketing performance based on the audit form they submit. It is delivered to the prospect via email and can be used as a powerful lead-generation and sales tool.
Before you edit any details, it helps to understand what you can customize in this PDF:
- Logo that appears on the report
- Business or agency name
- Contact details (address, email, phone)
- Headline text at the top of the PDF
- Color accents for styling
All of these items are controlled from the configuration area inside the prospecting tool settings in GoHighLevel.
Accessing the Prospecting Tool in GoHighLevel
To start editing the PDF, you first need to open the correct prospecting configuration page in GoHighLevel.
Step 1: Log in to GoHighLevel
Log in to your GoHighLevel account using your usual credentials. Make sure you are in the correct sub-account or agency view where the marketing audit reports are managed.
Step 2: Navigate to the Prospecting Tool
From the main dashboard, locate the area where the prospecting or marketing audit tools are configured. On the original documentation page, the configuration is explained in detail, which you can review here: official GoHighLevel PDF customization guide.
Once you reach the correct configuration screen, you will see options related to the marketing audit PDF layout and branded content.
Configuring Your GoHighLevel PDF Branding
With the prospecting configuration page open, you can set up your branded elements. Follow these steps to ensure the PDF report matches your agency’s visual identity.
Step 3: Upload or Edit Your Logo
- Find the Logo or Brand Image section in the prospecting tool settings.
- Upload your agency or business logo in a high-resolution format (such as PNG or JPG).
- Ensure the logo has a transparent or clean background so it looks professional in the PDF.
- Save your changes to confirm the logo is correctly attached to the GoHighLevel audit report template.
This logo will appear on the first page of the marketing audit PDF, giving the document a branded, professional look.
Step 4: Add Business Name and Contact Details
Next, configure the text areas with information prospects will see when they open their report.
- Locate fields for Business Name, Address, Email, and Phone.
- Enter your agency name exactly as you want it to appear on the GoHighLevel PDF.
- Fill in your full business address and preferred contact channels.
- Double-check spelling, capitalization, and phone number formatting.
- Save the configuration so that every future report pulls in these updated details.
These fields help position you as the clear contact point whenever a prospect reviews their marketing audit.
Step 5: Customize Headline and Text in GoHighLevel
The top of the marketing audit report usually includes a headline or introductory text.
- Find the Headline or Title section in the PDF customization area.
- Type a clear, benefit-driven headline such as “Your Personalized Marketing Audit Report” or similar.
- Optionally, add a short introductory line explaining the purpose of the report.
- Save your changes and preview the output if a preview option is provided in GoHighLevel.
This customized text helps you communicate value from the first page and set expectations about the audit content.
Styling and Layout Options in GoHighLevel
Depending on your account and feature availability, you may have styling options that influence how the prospecting PDF appears.
Step 6: Set Colors and Visual Style
In some configurations, you can choose accent colors for headings, separators, or other visual elements in the PDF.
- Look for settings related to Colors, Theme, or Style.
- Enter HEX or RGB values that match your brand palette.
- Apply changes and preview the report to ensure text remains legible.
When the colors match your existing website and marketing assets, the GoHighLevel audit report feels like a seamless extension of your brand.
Step 7: Review PDF Sections
The marketing audit report may contain multiple sections, each summarizing different aspects of a prospect’s marketing situation.
- Review headings and labels for clarity.
- Confirm that all mandatory fields pull through correctly from the form.
- Ensure that no placeholder text remains in the final PDF.
If any section titles are editable in your configuration, adjust them to match your agency’s terminology while keeping them easy for prospects to understand.
Testing Your GoHighLevel Marketing Audit PDF
Before you send any real client through the funnel, run an internal test to verify that your configuration works as expected.
Step 8: Submit a Test Prospecting Form
- Open your marketing audit or prospecting form as a prospect would.
- Fill in test information for all required fields.
- Submit the form and wait for the automated email that includes the PDF attachment.
This test allows you to see the end-to-end flow and confirm that the GoHighLevel PDF configuration is correctly applied.
Step 9: Review the Generated PDF
When you receive the test marketing audit:
- Open the PDF on both desktop and mobile devices.
- Verify that your logo displays clearly and at the right size.
- Check that your business name, address, and contact details are accurate.
- Review headings, colors, and layout for consistency with your brand.
If you spot any issues, return to the GoHighLevel prospecting configuration page, update the settings, and repeat the test until everything looks correct.
Best Practices for Using GoHighLevel Audit Reports
Once your PDF customization is in place, you can integrate the marketing audit reports into your broader lead-generation strategy.
- Embed the audit form on landing pages to capture leads.
- Use the generated report as a conversation starter in sales calls.
- Store completed audits in your CRM or project system to track progress.
- Combine audit insights with implementation plans to showcase your value.
For more in-depth GoHighLevel implementation help, you can also find agencies and consultants that specialize in automation and funnel optimization. One such resource is Consultevo, which provides strategy and technical support for marketing operations.
Maintain and Update Your GoHighLevel PDF Configuration
Your business details and branding may evolve over time. To keep your GoHighLevel marketing audit reports accurate and professional, revisit your PDF settings regularly.
- Update the logo if you rebrand.
- Change contact information when your address, phone, or email changes.
- Refine headlines or messages based on prospect feedback.
- Retest the full workflow after every major update.
By treating the prospecting tool PDF as a living asset, you ensure that every report prospects receive represents your most current and polished brand identity inside GoHighLevel.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
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